Estate Planning
Estate Planning Checklist for 2020
At the end of every calendar year, it’s a good idea to plan for the next. With that thought in mind, here are some suggestions for anyone with minor children, anyone is getting older, anyone who wants to reevaluate their wills, and anyone who has a relative or loved one with special needs. Reby Advisors…
Read MoreDon’t Leave Your End of Life Decisions for the End of Your Life
The world has shared the agony of Nelson Mandela’s family members as they struggle with the difficult choices that accompany the end of life. Any decision they make will come under the public spotlight, and absent written instructions, the choice is theirs to make. Although not much is known about Mandela’s condition, the media is…
Read MoreFive Key Changes to Make to Your Estate Plan After Divorce
The immediate aftermath of a divorce can be a trying time. There are many things you need to take care of and the tasks can be daunting and overwhelming. While updating your estate plan may not be at the top of your list, picture this ― your loved ones involved in a lengthy court battle…
Read MoreQDROs: What You Need to Know
In many marriages, the retirement accounts that the spouses own are some of the largest financial assets in their portfolio. When the couple divorces, numerous questions arise as to how to equitably split up the retirement accounts and, in fact, whether it can be done at all. The answer is that the retirement accounts can…
Read More